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Sponsor portfolioTH

JEFFERSON SOLUTIONS GROUP, LLC

EIN 52-2133838-government relations-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$1.7M premiums
Participants
320
1666 K STREET NW STE 1110 - WASHINGTON, DC 20006410-279-1746jeffersonsg.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
2 filings
#001401k-$10.0M - 211 part#501Fully Insured-$1.7M - 119 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Other$365K
  • Life$350K
  • Short-term disability$350K
  • Long-term disability$350K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA21%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • THE BALDWIN GROUP WEST LLC78%
  • BALDWIN KRYSTYN SHERMAN PARTNERS22%
Total $130K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JEFFERSON SOLUTIONS GROUP LLC 401(K) PS PLAN

401k

Assets$10.0M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JEFFERSON CONSULTING GROUP, LLC

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JEFFERSON SOLUTIONS GROUP LLC 401(K) PS PLAN401k$10.0M2112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JEFFERSON CONSULTING GROUP, LLCFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M1192025
Retirement plans
Welfare plans
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